Consistent Compounders
Funds that beat their category in most rolling periods.
Methodology: Selected for a high share of positive 3-year rolling windows and a tight spread of rolling returns — steadiness, not a single lucky year.
| # | Fund | Category | 1Y | 3Y | 5Y | Sharpe | Score |
|---|---|---|---|---|---|---|---|
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND ICICI Prudential | Sectoral/ Thematic | +19.6% | +26.2% | — | 1.15 | ||
| Kotak Manufacture in India Fund Kotak Mahindra | Sectoral/ Thematic | +22.9% | +22.0% | — | 1.01 | ||
| ICICI Prudential PSU Equity Fund ICICI Prudential | Sectoral/ Thematic | +10.2% | +24.0% | — | 1.00 | ||
| LIC MF Multi Cap Fund LIC | Multi Cap Fund | +12.8% | +20.2% | — | 0.91 | ||
| ITI Pharma and Healthcare Fund ITI | Sectoral/ Thematic | +12.2% | +20.3% | — | 0.67 | ||
| Kotak Business Cycle Kotak Mahindra | Sectoral/ Thematic | +8.3% | +17.8% | — | 0.83 | ||
| Aditya Birla Sun Life Special Opportunities Fund Aditya Birla Sun Life | Sectoral/ Thematic | +17.8% | +21.0% | +15.6% | 1.00 | ||
| 360 ONE QUANT FUND 360 ONE | Sectoral/ Thematic | +2.0% | +18.1% | — | 0.66 | ||
| Axis Multicap Fund Axis | Multi Cap Fund | +12.6% | +22.0% | — | 0.76 | ||
| Kotak Multicap Fund Kotak Mahindra | Multi Cap Fund | +9.2% | +19.3% | — | 0.71 | ||
| BANDHAN TRANSPORTATION AND LOGISTICS FUND Bandhan | Sectoral/ Thematic | +17.5% | +23.2% | — | 1.09 | ||
| BARODA BNP PARIBAS Mid Cap Fund Baroda BNP Paribas | Mid Cap Fund | +15.2% | +19.8% | — | 0.86 | ||
| Bank of India Multi Cap Fund Bank of India | Multi Cap Fund | +15.6% | +20.3% | — | 1.08 | ||
| Baroda BNP Paribas Large and Mid Cap Fund Baroda BNP Paribas | Large & Mid Cap Fund | +6.9% | +16.4% | +14.8% | 0.93 | ||
| ITI ELSS Tax Saver Fund ITI | ELSS | +8.8% | +19.5% | +14.8% | 0.62 | ||
| Tata Yield Fund Tata | Dividend Yield Fund | +14.9% | +17.3% | +15.4% | 0.66 | ||
| BANDHAN MIDCAP FUND Bandhan | Mid Cap Fund | +12.7% | +20.4% | — | 0.87 | ||
| BANK OF INDIA Flexi Cap Fund Bank of India | Flexi Cap Fund | +16.5% | +22.3% | +18.1% | 1.14 | ||
| BARODA BNP PARIBAS ELSS Tax Saver Fund Baroda BNP Paribas | ELSS | +9.1% | +17.9% | — | 0.67 | ||
| WhiteOak Capital Large Cap Fund WhiteOak Capital | Large Cap Fund | +3.5% | +15.5% | — | 0.59 | ||
| ITI Mid Cap Fund ITI | Mid Cap Fund | +15.4% | +23.5% | +17.9% | 0.80 | ||
| ICICI Prudential Flexicap Fund ICICI Prudential | Flexi Cap Fund | +13.2% | +19.3% | +16.9% | 0.78 | ||
| WhiteOak Capital Mid Cap Fund WhiteOak Capital | Mid Cap Fund | +17.7% | +24.5% | — | 1.14 | ||
| BARODA BNP PARIBAS LARGE CAP Fund Baroda BNP Paribas | Large Cap Fund | +3.8% | +13.7% | — | 0.58 | ||
| WhiteOak Capital Flexi Cap Fund WhiteOak Capital | Flexi Cap Fund | +7.5% | +17.1% | — | 0.86 | ||
| WhiteOak Capital ELSS Tax Saver Fund WhiteOak Capital | ELSS | +7.5% | +18.8% | — | 0.92 | ||
| JM Midcap Fund (Direct) JM Financial | Mid Cap Fund | +14.8% | +21.7% | — | 1.05 | ||
| quant Large Cap Fund quant | Large Cap Fund | +8.7% | +15.4% | — | 0.53 | ||
| ITI Flexi Cap Fund ITI | Flexi Cap Fund | +14.9% | +20.2% | — | 1.10 | ||
| Tata Business Cycle Fund Tata | Sectoral/ Thematic | +3.9% | +14.7% | +15.7% | 0.65 |